IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.65M
3
+$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Top Sells

1
+$11.2M
2
+$7.25M
3
+$6.62M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.86M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.8M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.38M 0.06%
23,810
+5,176
327
$1.37M 0.06%
59,850
+2,475
328
$1.37M 0.06%
17,456
+5,419
329
$1.36M 0.06%
30,349
+3,161
330
$1.35M 0.06%
10,682
-55
331
$1.35M 0.06%
+41,716
332
$1.34M 0.06%
6,098
+1,189
333
$1.33M 0.06%
55,240
+10,384
334
$1.33M 0.06%
56,556
-4,445
335
$1.32M 0.06%
87,464
-28,025
336
$1.32M 0.06%
9,405
-346
337
$1.32M 0.06%
43,367
+1,617
338
$1.32M 0.06%
44,956
+15,756
339
$1.3M 0.05%
23,492
+6,873
340
$1.3M 0.05%
19,064
-2,208
341
$1.3M 0.05%
15,182
-876
342
$1.3M 0.05%
21,471
+2,456
343
$1.3M 0.05%
7,687
+471
344
$1.3M 0.05%
36,315
+807
345
$1.29M 0.05%
125,864
+16,691
346
$1.29M 0.05%
8,966
+136
347
$1.29M 0.05%
36,806
+22,241
348
$1.29M 0.05%
18,628
+327
349
$1.28M 0.05%
14,644
-4,373
350
$1.28M 0.05%
118,615
+37,496
12 13
14
15 16